. >> that's rry donning ewe louse. >> dennis, happy new year. >> it has been great fun. thanks. >> dennis gartman. that wasn't nice. come on, eli whitney? >> come on. >> dennis is called to be long home builders and short gold stocks is a trade to me that looks long in the tooth. dennis, who is probably wearing cotton and noll polyester, by the way, knows the underlying spots in these things very well. i would say, gold miners to me, look like a great trade here and selling housing stocks looks like a great trade. this is more the contrarian move. gold miners are trading at four, four and a half times earnings, even significantly less. i like gfi, we're long here. the these have been tough trades in 2012. contrarian, reversion of the main, 2013. >> speaking of, financials went from worst to first in 2012. the biggest winner this year. but scott, you noticed some unusual activity in the etf. >> somebody doesn't think it's going to continue. we saw a giant buyer put buyer in the xlf. they bought 31,000, so, puts covering about 3.1 million shares. the option they bought was